Invitation-only investment platform

FinBro, agentic AI value investing partner with institutional grade data.

Company valuations, stock screens, and commodity and Bitcoin analysis built on fundamentals. Add an optional market thesis to a new valuation or commodity run without steering its conclusion, or revisit an eligible saved report after a complete independent current analysis. FinBro is a directable research workspace, not a one-shot prompt box: add notes, ask follow-ups, and inspect the source-grounded evidence behind each conclusion.

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// access by invitation · US & EU equities · commodities · bitcoin

By the numbers

Institutional depth, at a speed a desk can’t match.

The work of a full research desk — parallelized, sourced, and delivered in minutes.

20 min
A full company valuation, end to end
30 min
A full multi-name portfolio screen
~$25
typical Lite run · billed per token
99%
Faster than an 8 week manual workflow
150+
Analyst-hours saved per report
24/7
On demand — no research backlog
12
Sector lenses
10+
Years of financial history
8
Categories of grounded data
3
Valuation horizons · 12mo · 3yr · 5yr
Success calls from the workbench

Selected analysis calls.

What FinBro concluded at the time — shown with the valuation measure and evidence basis behind each call.

Company analysis

Intuit - INTU

Analysis dateJuly 2
Estimated fair value
$360
Margin of safety
30%

The analysis estimated fair value at $360 and a 30% margin of safety, based on company fundamentals.

Evidence basisCompany fundamentals

Commodity analysis

Bitcoin - BTC

Analysis dateJune 4
Estimated fair value
$360
Margin of safety
25%

The analysis assessed Bitcoin as undervalued, with a 25% margin of safety to fair value.

Evidence basisMacro data, US rates, inflation and adoption

These are application outputs at the dates shown, not realized investment performance. No subsequent return, hit rate, benchmark result or backtest is presented.

General information addressed to the public — not a personal recommendation. Capital at risk.

Architecture

One question, many minds, one answer.

Specialists work in parallel on independent dimensions of the thesis, then their findings are challenged and reconciled into a single view.

Your question
A ticker or company, in plain language
MacroCompanySectorValue
Parallel specialists
Adversarial challenge
Argues the other side, flags gaps by severity
Board synthesis
Frontier models reconcile one view
Sourced report + PDF
Cited, with multi-horizon targets
The process

A disciplined, repeatable analysis flow.

Core analysis reaches its conclusion through fixed stages and explicit gates. Only then may an eligible new run add a Scenario Assessment, or a saved-report revisit compare the current analysis with the selected prior report.

  1. 01

    Ask

    Start with a plain-language question or workflow input, or select an eligible saved report to revisit. No query syntax or prompt is required for a saved-report revisit.

  2. 02

    Parallel specialist analysis

    The relevant specialist lenses build the current analysis independently from the available evidence. A selected prior report or optional market premise does not set the conclusion.

  3. 03

    Adversarial challenge

    A dedicated stage argues the other side — disconfirming evidence, historical analogues, hidden assumptions and second-order effects — and flags gaps by severity. A critical gap pauses the run for your decision.

  4. 04

    Board synthesis

    Independent frontier models review the completed analysis and reconcile it into a single second-opinion view — depth without a single black box.

  5. 05

    Sourced report + PDF

    A long-form, cited write-up is streamed live and exportable as a PDF. An eligible new valuation or commodity run may append a labeled Scenario Assessment after its independent conclusion; a saved-report revisit instead leads with an after-the-fact comparison and retains the complete current analysis.

Learn how it works
Why it is different

A rules-driven pipeline around deep AI analysis.

FinBro is not an open-ended prompt that improvises its own process. The system applies repeatable evidence checks across data, modelling, business inspection and value-investing synthesis before it produces a final view.

See the operating process
01

Rules-driven pipeline

Every run follows the same evidence checklist before synthesis, so the process is orchestrated rather than improvised.

02

Thousands of data points

Financial statements, filings, macro series, ownership signals, market inputs, valuation context and contract-award records are reconciled into one evidence base.

03

Financial modelling layer

Valuation methods, scenario models, peer context and margin-of-safety checks turn raw inputs into an investment case you can inspect.

04

Business and leadership inspection

Company quality, sector dynamics, business model, competitive position and leadership signals are reviewed where public evidence supports them.

05

Value-investing synthesis

The final view weighs quality, value, growth, margin of safety, thesis risk and long-horizon targets instead of stopping at a surface summary.

06

Test your thesis

Optionally add a market thesis to a new Company Valuation or Commodity & Bitcoin Analysis. FinBro reaches its conclusion independently, then may append a labeled Scenario Assessment showing where available evidence supports or challenges the premise and how the picture could shift if it held; the assessment is unavailable when the evidence cannot assess it.

Under the hood

Depth on every dimension.

How the analysis is stress-tested before you read a word.

Specialist analyst agents

Parallel macro, company, sector and value specialists, each focused on one dimension of the thesis.

Adversarial challenge

A dedicated stage argues the other side and surfaces what would break the case before you read it.

Board of frontier models

Independent model perspectives reconciled into a single second-opinion view — not one black box.

Proprietary valuation & scenario models

Structured valuation scenarios and margin-of-safety scoring, computed with in-house models.

Company, sector & leadership inspection

Business model, competitive position, capital allocation and governance reviewed where public disclosures support them.

Go deeper on the pipeline
What you can run

Four ways to put the workbench to work.

Single-name decision

Company Valuation

When you already have a company in mind and need a full investment view.

Input
Ticker, company name, or a question about one business — plus, optionally, a market thesis to test against the analysis.
Process
Parallel macro, company, sector and valuation lenses, followed by an adversarial challenge and synthesis.
Output
A sourced report with BUY/HOLD/PASS call, scenarios, peer context, risks, 12-month/3-year/5-year targets and PDF export.
Find candidates first

Stock Screening

When you want FinBro to surface names that clear a value bar before you choose what to study.

Input
US, EU or US + EU universe hint, plus portfolio size, margin-of-safety and concentration preferences.
Process
Candidates are triaged one by one against quality, value, growth, margin-of-safety and sector-fit signals.
Output
A conviction-weighted shortlist that can hand promising names into a full company valuation.
Macro asset view

Commodity & Bitcoin Analysis

When you want a fundamentals-first read on a commodity or Bitcoin — metals, energy, agriculture or the digital asset — rather than a single equity.

Input
A commodity or Bitcoin — a metal, an energy or agricultural commodity, or the digital asset — plus, optionally, a market thesis to test against the analysis.
Process
Macro-regime, supply/demand and cost-curve lenses, followed by an adversarial challenge and synthesis.
Output
A sourced analysis with illustrative scenario bands over 12-month and 3-year horizons, the macro drivers behind them, and PDF export.
Prior thesis, current evidence

Revisit thesis

Revisiting an eligible saved Company Valuation, Commodity & Bitcoin Analysis, or prior Revisit thesis report against a current full analysis.

Input
One eligible saved report owned by the signed-in user. Stock-screen reports are ineligible, and no prompt is required.
Process
The complete current analysis runs independently of the selected report; comparison happens only afterward.
Output
One sourced report leading with the prior-versus-current comparison and including the complete current analysis. Individual comparison dimensions may be unavailable.
Read the docs
Challenge gate

The thesis has to survive the other side.

FinBro does not only assemble the positive case. Before synthesis, it looks for what would weaken, delay, reverse or reprice the thesis, then keeps those findings visible.

Critical gap decision
Refocus
Ask for a tighter run that closes the gap.
Proceed
Keep the caveat visible in the final report.
Stop
Do not turn a broken thesis into a confident answer.
Read the challenge flow
01

Disconfirming evidence

Looks for facts that weaken the thesis instead of only supporting it.

02

Historical analogues

Checks whether similar setups ended differently than the headline story suggests.

03

Hidden assumptions

Calls out the growth, margin, rate, cycle or execution assumptions the case depends on.

04

Second-order effects

Tracks what can happen after the obvious first move — competitors, regulation, capital costs and customer behavior.

Screener triage

Watch candidates clear, pause or drop.

The stock screener is not a black-box list. It triages candidates against your bar, concentration and margin-of-safety settings, then turns the strongest names into a shortlist you can take into full valuations.

Solid bar
Strict · Balanced · Lenient
Portfolio
1-10 final names
Safety floor
Minimum discount to value
Open the screener guide
Illustrative workflow
No live data, no recommendation shown.
final top-N chosen after triage
  • Candidate A
    Clears barconviction 8/10
    Industrial compounder

    Quality and margin of safety both pass the screen.

  • Candidate B
    Reviewconviction 6/10
    Financials

    Attractive valuation, but concentration limits may cap the final portfolio.

  • Candidate C
    Screened outconviction 3/10
    Cyclical retail

    The margin-of-safety floor is not high enough after the challenge pass.

What you get back

A report that reads like a memo, not a chat transcript.

A long-form, sectioned report — scenarios, peers, risks, challenge findings, targets and sources — with its material claims cited. It streams live as the analysis runs and exports as a PDF.

An eligible new Company Valuation or Commodity & Bitcoin Analysis may append a labeled Scenario Assessment after its independent conclusion. Revisit thesis is different: it produces one report that leads with the prior-versus-current comparison and still contains the complete current analysis.

See the valuation guide
report anatomy
  • 01Thesis & summaryThe call up front — BUY, HOLD or PASS — with a confidence level and the core argument in a few lines.
  • 02Valuation scenariosBear, base and bull cases built with the valuation method that fits the business, assumptions made explicit.
  • 03Macro & sector contextWhere the company sits in the current regime — rates, cycle, and the sector dynamics that move it.
  • 04Peer comparisonHow the name stacks up against comparable companies on the metrics that matter for its sector.
  • 05Thesis challengesThe adversarial stage's findings — what could break the case, ranked by severity — addressed rather than buried.
  • 06Price targets12-month, 3-year and 5-year targets in USD (with EUR conversion where relevant), plus position-sizing guidance.
  • 07SourcesEvery material claim cited back to the data it rests on.
Who it's for

Built for the self-directed value investor.

Deep fundamental analysis used to require an analyst team and expensive data terminals. FinBro puts multi-method valuations, scenario and margin-of-safety work, peer and sector context, an adversarial challenge and a multi-model second opinion within reach of individual investors, small and mid-size firms, and family offices — the same discipline, a fraction of the manual work.

Individual investorsSmall & mid-size firmsFamily offices
The investor

FinBro is for the investor who wants to look past the index and understand individual businesses — across equities and commodities. When the market stress-tests your thesis, you want to have already stress-tested it yourself.

Your desk

Your desk, not a black box. No analyst team to hire, no private banker reading someone else's research to you, no five-figure data terminal. FinBro is the technical workbench that does the fundamental heavy lifting — you bring the thesis and the sectors you know, and every finding comes back sourced and open to inspection, never 'just trust us.'

General information / investment research addressed to the public — not a personal recommendation and not based on your individual circumstances. Capital at risk.

Grounding

An evidence ledger behind every call.

Every run reconciles large volumes of data — company filings and disclosures, macro and economic series, and market fundamentals — and cites what it rests on.

Primary-source filingsMacro & economic seriesMarket fundamentals
See the data & grounding
US + EUequities
Commoditiesmetals · energy
Bitcoindigital asset
Evidence categories
Financial statements & ratios

Ten-plus years of income statements, balance sheets, cash flows and the ratios derived from them.

Regulatory filings

Primary-source company disclosures — SEC filings and their international equivalents — read for both the numbers and the narrative.

Valuation inputs

Discounted-cash-flow inputs, enterprise value, and sector- and industry-level P/E context for relative valuation.

Analyst consensus

Forward estimates and price-target consensus — used only as a footnote cross-check, never as the driver of a conclusion.

Ownership signals

Insider transactions and institutional ownership — who is buying and who is selling.

Macro series

US Federal Reserve macro series — policy rates, inflation, labor and the yield curve — alongside international policy rates for the regime backdrop.

The workspace

An investment workspace, not a one-shot prompt box.

FinBro is a workspace, not a one-shot query. Ask in plain language, watch the analysis stream, optionally test a market thesis on a new valuation or commodity analysis, revisit an eligible saved report, and open the report and PDF alongside the conversation.

  • Plain-language requests
  • Live progress labels
  • Text-file context
  • Report drawer + PDF
  • Saved screener defaults
  • Fresh run each time
  • Test your own thesis
  • Revisit saved reports
Speed

Twenty minutes, not eight weeks.

A full, sourced company valuation lands while a manual desk is still pulling filings.

≈99%faster than a manual research workflow.
Illustrative and not to scale — a full company valuation runs in about 20 minutes versus a roughly 8-week manual desk workflow.
Invitation only

Built for deep fundamental analysis.

Parallel specialists, an adversarial challenge, and a board of frontier models — the rigor behind every sourced report. Access is by invitation.

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